Relationship Manager
2 weeks ago
Job Description Roles And Responsibilities - Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings. - Actively prospect and engage in client acquisition efforts to grow the business. - Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. - Perform regular portfolio reviews to ensure client investment objectives are met. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within TAT. - Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Required Candidate Profile We are hiring dynamic & resilient individuals for our Equity Sales Team. The individual is required to provide financial services to clients in Equity, Derivatives, and Currency Markets. Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue. Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.
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Relationship Manager
3 weeks ago
Bengaluru, India NatWest Group Full timeJob Description Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in India and as such all normal working days must be carried out in India. Job Description Join us as a Relationship Manager - Join a dynamic team and control the...
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Relationship Manager
2 weeks ago
Bengaluru, India Angel and Genie Full timeJob Description Experience- 2-10yrs Sales and Customer service at luxury showroom Relationship Manager We are seeking a dynamic and personable Relationship Manager to join our luxury retail team. The ideal candidate will possess exceptional communication and interpersonal skills, a naturally pleasant demeanor, and a passion for delivering outstanding...
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Relationship Manager
4 days ago
Bengaluru, India Aditya Birla Sun Life Insurance Full timeJob Description Company Description Aditya Birla Sun Life Insurance Company Limited (ABSLI), established in 2000, is a trusted joint venture between the Aditya Birla Group, a globally admired Indian conglomerate, and Sun Life Financial Inc., a leading Canadian financial services organization. Combining local expertise and international experience, ABSLI has...
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Relationship Manager
3 weeks ago
India Kaabil Finance Private Limited Full timeJob Description Company Description Kaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of Atmanirbhar Bharat, helping to build a self-reliant India. The company values inclusivity and sustainable growth,...
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Relationship Manager
1 week ago
India Tata Capital Full time ₹ 4,00,000 - ₹ 12,00,000 per yearDescriptionJob Purpose The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee...
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Relationship manager
2 weeks ago
India gHRig People Solutions Full time ₹ 25,00,000 - ₹ 70,00,000 per yearThe Relationship Manager is responsible for building and maintaining relationships with clients, providing financial advice, and ensuring client satisfaction. They act as the primary point of contact for clients, understanding their financial goals, and offering tailored solutions.
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Relationship Manager
3 weeks ago
india Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...
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Relationship Manager
3 weeks ago
india Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...
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Relationship Manager
4 hours ago
, India, IN Motilal Oswal Financial Services Ltd Full timeCompany Name - Motilal Oswal financial services limitedProfile - Relationship Manager Location - Pune Roles & Responsibilities: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3. Advising...
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Relationship Manager
3 weeks ago
India Equitas Small Finance Bank Full timeJob Description Company Description Equitas Small Finance Bank is dedicated to empowering individuals, businesses, and communities by providing reliable and seamless banking services. As a responsible corporate citizen, the bank is strongly committed to supporting the well-being of the communities it serves through philanthropic initiatives. With a mission...